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Comprehensive Financial Plans

Helping You Feel Confident

In Your Financial Future


What’s going on in your life and your current situation changes day-to-day. You may be wondering, is it time to review everything? We are here to help with your current financial situation, investments, education funding, insurance and retirement. We offer several options to cover these services and more.


A Closer Look at How We Can Help










What Does It Cost?

The fee for financial planning services covers what is indicated below:


Services

Fee

Gold Level

Comprehensive Financial Plan
$4,000+

Silver Level

General Financial Plan
$2500+

Bronze Level

Retirement Plan
1,000


For the Gold and Silver Levels, this includes our services for one year to create and implement your financial plan. Annual retainer for Comprehensive and General Financial Planning can be renewed the following year at a discount to the original fee.

Financial planning services are available on an hourly basis as well. Marion’s hourly rate is $260/hr. Heather’s hourly rate is $175/hr.


Ready to Get Started?


Discover Our Process